See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,351 | $149,679+8.5% | $117,039+38.7% | $147,584+10.0% |
| Participation rate | 90.9% | 83.5%+7.4pp | 77.2%+13.7pp | 82.8%+8.1pp |
| Annual return | 20.91% | 19.31%+1.6pp | 18.95%+2.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $6,862 | $4,937+39.0% | $3,785+81.3% | $4,876+40.7% |
| Participant deferral / active EE | $12,730 | $4,912+159.2% | $3,929+224.0% | $5,439+134.1% |
| Admin fee / account holder | $5 | $7,856-99.9% | $5,974-99.9% | $10,885-100.0% |